Zoho CRM for iPhone - An Overview
Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data
from your iPhone. The 3.0 version of the native CRM app is available in
iOS 8.0 and above. From you iPhone, you can access data from Leads,
Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks,
Pricebooks, Sales orders, etc.
Availability
Permission Required
Administrators need to activate it for users in other profiles.
Features
- Zia Voice - Call or Chat with Zia to get answers for all your questions in Zoho CRM.
- Spotlight - Spotlight Search lets you see the contact information that you are searching for in a jiffy.
- Proactive Suggestions -
Proactive suggestions let you take the fastest route to make your sale.
They allow the frequently used apps to predict the data and have it
suggested when you need it.
- Caller Identification (Caller ID) -
Zoho CRM now has caller ID, so now you don't have to wonder anymore as
to who the caller is, you'll immediately know when a customer is
calling.
- Voice to Text conversion -
Your phone can now do the job of your secretary, listening to what you
say and typing it out for you. Any follow up task or to-do item that you
record with your voice will be converted into text and can be saved
into your record.
- App icon 3D touch -
3D touch makes it easy for the user to take certain actions directly
from the home screen. With the Force Touch feature, you can search for
contacts, call them, add tasks, and moreāall from the CRM icon on your
home screen. You can customize these pop-up actions.
- Widgets -
Widgets let you take a quick glance at information and even perform
small actions without even having to open the app. You can access
widgets from the Lock screen, the Home screen, or from Notification
Center.
- Access your CRM data on the go - You can access your Zoho CRM data from your iPhone on the go, anytime and anywhere.
- Synchronize your data modifications -
You can add, modify and delete records from within your iPhone. The
changes will automatically get synchronized with your account online.
- Work offline - You
can continue to work with the application even when your mobile is
offline or out of network coverage. You can access the CRM records
stored locally in your iPhone device and also add, modify and delete
records. The application will automatically synchronize the changes made
while offline into your online account, when your mobile device
reconnect to the network.
- Make calls from within Zoho CRM application - You can instantly call your Zoho CRM contacts from within the application and log the calls into Zoho CRM afterwards.
- Locate Leads, Contacts and Accounts near you -
Using Maps provided by Apple, Zoho CRM can locate and show you the
leads/contacts/accounts near you. You can set the radius as 10, 25, 50
or 100 miles.
- Log your calls in Zoho CRM - You can log the outbound calls made from your iPhone. This will also give you options to add other details such as Purpose, Call Owner,Call Related To etc.
- Send emails to contacts - You can easily send emails to your Zoho CRM contacts from the email account configured in your device.
- View Records in alphabetical order - The records in Contacts, Leads, and Accounts modules is listed in alphabetical order for an easy search.
- Update the Related Lists in each record - With each record you can associate related records such as events, tasks, calls, attachments, etc.
- Personalize your mobile CRM - You can now personalize the app to suit your taste by choosing a theme of your choice from the list of available themes.
- Activity Centric Home Screen - CRM
3.0 comes with a home screen that displays all the activities of the
day. You can switch over to any other day and view the activities to be
performed on that day with the help of the calendar provided in the home
page.
- Receive Push Notifications - You can now receive push notifications for reminders, new mails received , @mentions and event invites.
- Integrate with Zoho Docs - You can now attach documents from your Zoho Docs account to your CRM.
- Custom Locations -
In addition to locating leads/contacts near you, you can also locate
leads/contacts/accounts that are located in a different location using Custom Location option. For example while you are in Pleasanton, you can look up your records located around San Francisco.
- Check-in - You
can now check-in every time you visit a Contact/Lead. This gets
recorded in the notes section of the related records and can be used in
future for your reference.
SEE ALSO
Related Articles
Installing App in iPhone
You can download and install the Zoho CRM application from App Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. By ...
Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...
Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...
From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone.Related Link Installing ...
What are the prerequisites for installing Zoho CRM App for iPhone?
You need to have the following before you install the Zoho CRM Native app for iPhone: Zoho CRM requirements: A valid and active Zoho CRM Account. Mobile Edition activated for your account. The permission to view Zoho CRM modules iPhone requirements: ...